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LMCLX vs OAAYX
LMCLX vs OAAYX Comparison
Open Charts LMCLX vs OAAYX
Miller Income I
Price$7.85
Change+$0.01 (+0.13%)
VolumeN/A
Net Assets152.44M
Invesco Active Allocation Y
Price$13.63
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets1.8B
LMCLX vs OAAYX Comparison Chart
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LMCLX vs. OAAYX commentary
Apr 28, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LMCLX is a Buy and OAAYX is a Buy.
FUNDAMENTALS
Fundamentals
OAAYX has more cash in the bank: 1.8B vs. LMCLX (152M). LMCLX pays higher dividends than OAAYX: LMCLX (5.46) vs OAAYX (2.38). LMCLX was incepted earlier than OAAYX: LMCLX (11 years) vs OAAYX (20 years). LMCLX (1.12) is less costly to investors than OAAYX (0.74). OAAYX (43.00) and LMCLX (41.00) have comparable annual turnover. OAAYX has a lower initial minimum investment than LMCLX: OAAYX (1000) vs LMCLX (1000000). LMCLX annual gain was more profitable for investors over the last year : 9.84 vs. OAAYX (2.34). LMCLX return over 5 years is better than : 94.21 vs. OAAYX (20.07).
| LMCLX | OAAYX | LMCLX / OAAYX | |
| Total Expense Ratio | 0.99 | 0.74 | 134% |
| Annual Report Gross Expense Ratio | 1.12 | 0.74 | 151% |
| Fund Existence | 11 years | 20 years | - |
| Gain YTD | -8.376 | -1.588 | 527% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 152M | 1.8B | 8% |
| Annual Yield % from dividends | 5.46 | 2.38 | 229% |
| Returns for 1 year | 9.84 | 2.34 | 420% |
| Returns for 3 years | 21.01 | 8.07 | 260% |
| Returns for 5 years | 94.21 | 20.07 | 469% |
| Returns for 10 years | 39.80 | 22.66 | 176% |
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